Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Ishares S&P 500 Index Instl Gm in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUANTUM RESEARCH INTERNATIONAL, INC. QUANTUM 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 340 | $38.9M | $1.7M |
| 2 | KELLEY AUTOMOTIVE GROUP, LLC KELLEY AUTOMOTIVE GROUP, LLC 401(K) PLAN | FORT WAYNE IN | 585 | $28.0M | $1.4M |
| 3 | ORBIT INTERNATIONAL CORP. ORBIT INTERNATIONAL CORP. SAVINGS PLAN |
HAUPPAUGE NY |
| 112 |
| $16.8M |
| $898K |
| 4 | SOMERSET PEDIATRIC GROUP, LLC SOMERSET PEDIATRIC GROUP PROFIT SHARING PLAN | RARITAN NJ | 221 | $21.0M | $243K |
